Andrew Rataj
Financial Adviser
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About
Andrew Rataj is an ASIC-registered financial adviser based in Moonee Ponds, Victoria, dedicated to helping clients achieve their financial goals. With a Diploma of Financial Services (Financial Planning) obtained from AMP Limited in 2006, Andrew has a solid foundation of knowledge and experience to provide tailored financial advice. Andrew is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Andrew is committed to building long-term relationships with his clients, providing clear and straightforward advice to help them make informed decisions about their financial future. Contact Andrew today to schedule a consultation and take the first step towards achieving your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice can Andrew Rataj provide?
Andrew Rataj is authorized to provide advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Andrew Rataj have?
Andrew Rataj holds a Diploma of Financial Services (Financial Planning) from AMP Limited, obtained in 2006.
What is Andrew's approach to financial planning?
Andrew focuses on building long-term relationships with his clients and providing clear, straightforward advice to help them make informed decisions about their financial future. He tailors his advice to each client's specific needs and goals.
How can I get started with Andrew Rataj?
Simply contact Andrew to schedule an initial consultation. This will allow you to discuss your financial goals and determine how Andrew can best assist you in achieving them.
What should I expect during my first meeting with Andrew Rataj?
During your first meeting, you can expect to discuss your current financial situation, your financial goals, and any concerns you may have. Andrew will listen carefully and ask questions to gain a comprehensive understanding of your needs before providing any recommendations.
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